Business Advisory Services

Putting All the Ducks in a Row: Advising Clients on Selling a Business
 

Putting All the Ducks in a Row: Advising Clients on Selling a Business

Posted: April 9, 2018
Owners with a company in pristine condition are rewarded with a top-dollar offer, while businesses that need improvement or lack a key component are more likely to be passed over, garnering few – if any – offers. Here is some advice to keep sellers on track.

Helping a Client Hire a CFO
 

Helping a Client Hire a CFO

Posted: April 4, 2018
Helping a client hire a CFO is the easy part, but understanding your client’s needs, working with them to develop a well-thought-out job description and offering opinions regarding the type of CFO they hire is the challenging part.


Trust is Not an Internal Control
 

Trust is Not an Internal Control

Posted: February 9, 2018
The three sides of the fraud triangle are incentives/pressures, rationalization and opportunity. Segregation of duties plays a significant role in preventing fraud because collusion is then required in order to perpetrate the fraud.


The Tax Implications of Disaster
 

The Tax Implications of Disaster

Posted: June 5, 2017
Learn how helping clients with the tax aspects of casualty losses, deduction limits, insurance and other reimbursements can help ease their recovery.


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